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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,062 | $45,152-9.1% | $73,835-44.4% | $59,633-31.1% |
| Participation rate | 39.4% | 64.0%-24.6pp | 73.4%-34.0pp | 68.7%-29.3pp |
| Annual return | -2.73% | 27.40%-30.1pp | 2268.13%-2270.9pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $157 | $1,901-91.7% | $2,788-94.4% | $2,203-92.9% |
| Participant deferral / active EE | $1,224 | $2,573-52.4% | $3,583-65.8% | $3,192-61.6% |
| Admin fee / account holder | $1,199 | $3,515-65.9% | $4,880-75.4% | $4,297-72.1% |